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iShares Currency Hedged MSCI ACWI ex US ETF
HAWX

28 hedge funds and large institutions have $150M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $143M → $150M (+$6.86M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.75% less ownership

Funds ownership: 76.19% → 70.44% (-5.8%)

15% less funds holding

Funds holding: 33 → 28 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
11
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$3.08M
2
SC
Scotia Capital
Ontario, Canada
+$2.74M
3
LPL Financial
LPL Financial
California
+$1.7M
4
OMC
Old Mission Capital
Illinois
+$880K
5
FA
Financial Advisors
Massachusetts
+$861K

Top Sellers

1
PCIG
Partners Capital Investment Group
Massachusetts
-$10.7M
2
CCM
Coldstream Capital Management
Washington
-$1.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.13M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.12M
5
Osaic Holdings
Osaic Holdings
Arizona
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$5.03K – – –
GRP
27
Global Retirement Partners
California
$2.04K -$3.67K -123 -65%
Morgan Stanley
28
Morgan Stanley
New York
$59 -$90 -3 -75%
PCIG
29
Partners Capital Investment Group
Massachusetts
– -$10.7M -368,963 Closed
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
– -$1.13M -39,108 Closed
MML Investors Services
31
MML Investors Services
Massachusetts
– -$1.12M -38,579 Closed
ASN
32
Advisory Services Network
Georgia
– -$157K -5,425 Closed
UBS Group
33
UBS Group
Switzerland
– -$21.6K -744 Closed
PS
34
Principal Securities
Iowa
– -$8.87K -306 Closed
HI
35
Harbour Investments
Wisconsin
– -$4.81K -166 Closed
Wells Fargo
36
Wells Fargo
California
– -$29 -1 Closed
1
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